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Clarity Calls: The Ultimate Guide to Billing Jobs vs Workflow Jobs in XPM
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Are you struggling to manage workflow while handling jobs and invoicing through XPM? Are you confused about whether you should have one job open for the entire year or several jobs with start and due dates? Look no further than our Clarity Calls session on, "Billing Jobs vs Workflow Jobs in XPM."
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With a focus on managing workflow, this session explores the pros and cons of different invoicing options, including both the single-job and multiple-job approaches. You'll learn about the concept of "billing jobs" and "workflow jobs," and understand which option best fits your practice.
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But that's not all. This Clarity Calls session will also equip you with the knowledge and tools needed to improve transparency of information and make management seamless. Receive expert guidance from the team at Clarity Street, who have years of experience in improving workflows for public practice accounting firms.
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So, what are you waiting for? Watch a recording of the session below to dive into the world of "Billing Jobs vs Workflow Jobs in XPM" and take the first step towards improving your invoicing system.
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Watch a recording of this session below.
